JAMES STANFIELD & COMPANY, INC. 401(K) PROFIT SHARING PLAN

[ EIN: 95-4168489 | Plan No. 002 ]

JAMES STANFIELD & COMPANY, INC. 401(K) PROFIT SHARING PLAN, sponsored by JAMES STANFIELD & COMPANY, INC., appears in Form 5500 filings as a 401(k) plan. The plan reported 3 participants and total assets of $2,665,841 during the 2024 reporting period.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: JAMES STANFIELD & COMPANY, INC.

Location: 1081 CAMINO VIEJO ROAD, SANTA BARBARA, CA 93108

EIN: 954168489

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 3

Total Assets: $2,665,841

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